Brian Branch
Brian Branch is a registered investment advisor at Royal Oak Financial Advisors, LLC, based in Livonia, MI, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 765 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual management fee is 2.00%. Fees are negotiable.
Fee Estimator
Location
37895 Ann Arbor Rd., Livonia, MI, 48150
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
January 2016Regulatory
December 2011Criminal
October 1982Criminal
September 1982Other Business ActivitiesSells Insurance
Brian is an independent insurance agent involved in investment-related insurance sales. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Royal Oak Financial Advisors, LLC
Previous Registrations
Wfg Investments, INC.Broker
Capital Asset Advisory Services, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Robert MulcahyRoyal Oak Financial Advisors, LLC
- Donald Vliet, CFPAmeriprise Financial Services, LLC
- George Herr, CFPMercer Global Advisors INC.
- Joseph Henderson, CFPJohnson Investment Counsel, INC.
- Brett Kidd, PFSKidd Financial Planning, LLC.
- Daniel Maciver, CFPSpc